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To: Michael Burry who wrote (6428)3/23/1999 9:39:00 PM
From: jeffbas  Respond to of 78911
 
Re: Manu housing. All I can say is that another public player very recently had similar observations and believes that it won't go away quickly (probably requiring some of the excess dealers to go under).

That sounds like a protracted problem, so your patience before buying more is probably a good idea.



To: Michael Burry who wrote (6428)3/25/1999 12:30:00 AM
From: jeffbas  Read Replies (2) | Respond to of 78911
 
Mike, did you take 2 points and run on NH or are you still holding for a better recovery?



To: Michael Burry who wrote (6428)3/25/1999 11:19:00 AM
From: Madharry  Respond to of 78911
 
Mike, or others, You might want to take a look at OSG, the largest US shipper. I understand only a little about this business- But its got strong ownership- Bass, Continental Grain former owners, and others, stock is depressed and it will clearly survive- dividend is 5%.


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